DBIVX Mutual Fund

NAV$11.48

Returns Overview

1 Month
-1.40%
3 Months
+2.79%
6 Months
+3.12%
YTD
+2.66%
1 Year
+10.21%
3 Years (annualized)
+8.20%
5 Years (annualized)
+4.64%
10 Years (annualized)
+5.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DBIVX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI All Cap Index(MSCIACWIALLCI)
This Mutual Fund (YTD)
+2.66%
Peer Avg (YTD)
+3.47%
vs Peers
-0.81%

DBIVX Mutual Fund Performance

DBIVX performance across multiple time periods: 1-month -1.40%, YTD 2.66%, 1-year 10.21%, 3-year 8.20%, 5-year 4.64%, 10-year 5.66%.

DBIVX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

DBIVX performance comparison shows side-by-side returns with another fund. DBIVX alternatives are available in the Mutual Fund Screener.